Timothy Paul Schwister

Employer firm

Global View Capital Management LLC CRD 158292

$775M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISER TO OTHER ADVISERS & ADVICE TO PARTICIPANTS OF 401(K), 403B, 457 AND SIMPLE RETIREMENT PLANS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → 01/2019
  New York Life Insurance
  Milwaukee, WI
• 12/2014 → 03/2019
  Nylife Securities, Llc
  Milwaukee, WI
• 12/2017 → 12/2017
  Cream City Casting
  Bayview, WI
• 02/2020 → Present
  Global View Capital Advisors, Llc
  Waukesha, WI
• 03/2020 → Present
  Global View Capital Insurance Services, Llc
  Waukesha, WI
• 04/2020 → Present
  Global View Capital Management, Llc
  Waukesha, WI
• 06/2019 → Present
  Swis Financial, Llc
  Saukville, WI
• 09/2020 → 01/2022
  Realm Health
  Dallas, TX
• 10/2020 → Present
  Allied National
  Overland Park, KS
• 10/2020 → Present
  American National Insurance Company
  Springfield, MO
• 10/2020 → 01/2023
  Aetna Medicare
  Hartford, CT
• 10/2020 → 01/2023
  Cigna Health Insurance
  Bloomfield, CT

Other Businesses

[1] SCHWISTER WEALTH & INSURANCE SERVICES & SOLUTIONS, LLC D/B/A SWIS FINANCIAL, LLC; NOT; 971 S. COLONIAL PARKWAY, SAUKVILLE, WI 53080; ENTITY FOR SELLING INSURANCE; MEMBER & INS. AGENT-HEALTH, VISION & DENTAL; 06.25.2019; APPROX. 2-4 HRS/MO; APPROX. 1 HR/MO DURING TRADING; MARKET, EDUCATE AND SELL HEALTH, VISION & DENTAL INSURANCE. [2] GLOBAL VIEW CAPITAL ADVISORS, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL MANAGEMENT, LLC; YES; N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; MARKETING FIRM FOR INSURANCE & ADVISORY SERVICES; INDEPENDENT CONTRACTOR; AFFILIATED 02.26.2020; 40 ADVISORY HRS/MO DURING TRADING; 25 ADVISORY HRS/MO OUTSIDE TRADING; MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GVCI INSURANCE SERVICES. GVCI HOURS LISTED SEPARATELY IF APPICABLE. [3] GLOBAL VIEW CAPITAL INSURANCE SERVICES, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL ADVISORS, LLC; YES; N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; INSURANCE; INS. AGENT; 03.19.2020; 60 HRS/MO DURING TRADING; 60 HRS/MO OUTSIDE TRADING; MARKETING, EDUCATION AND SALES OF FIXED INSURANCE PRODUCTS FOR MULTIPLE PROVIDER COMPANIES WITH FOCUS ON SALE OF LIFE, LONG TERM CARE AND DISABILITY INSURANCE PRODUCTS AND FIXED ANNUITIES. [4] ALLIED NATIONAL; NOT; 4551 W. 107TH STREET, SUTIE 100, OVERLAND PARK, KS 66207.4037; INSURANCE; INS. AGENT-HEALTH; 10.14.2020; 6 HRS/MO DURING TRADING; 6 HRS/MO OUTSIDE TRADING; MARKET AND SELL PRIVATE HEALTH INSURANCE TO INDIVIDUALS. [5] AMERICAN NATIONAL INSURANCE COMPANY; NOT; P.O. BOX 10546, SPRINGFIELD, MO 65808-0546; INSURANCE; INS. AGENT-HEALTH; 10.14.2020; APPROX. 1 HR/MO DURING TRADING; APPROX. 1 HR/MO OUTSIDE TRADING; MARKET AND SELL HEALTH INSURANCE TO INDIVIDUALS AND BUSINESSES WITH MAIN FOCUS ON GROUP INSURANCE POLICIES. [6] THE DEBT SHREDDER; NOT; BLANDON, PA 19510; DEBT REDUCTION SERVICES; AGENT; 05.01.2023; APPROX. 5 HRS/MO DURING TRADING; APPROX. 29 HRS/MO OUTSIDE TRADING; MARKET AND SELL DEBT MANAGEMENT SERVICES TO CONSUMERS. [7] EXPERIOR FINANCIAL GROUP, INC.; YES; HQ ADDR: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; INSURANCE; INS. AGENT; 02.09.2023; APPROX.24 HRS/MO DURING TRADING; APPROX. 24 HRS/MO OUTSIDE TRADING; MARKET, EDUCATE AND SELL LIFE PRODUCTS INCLUDING FIXED AND INDEXED ANNUITIES. [8] LOCAL AD FACES; NOT; 555 FIFTH AVE.,18TH FL, NEW YORK, NY 10017; ADVERTISING; AGENT; 08.17.2023; ZER0 HRS/MO DURING TRADING; 1 HR/MO OUTSIDE; MARKET WITH ELECTRONIC BILLBOARDS IN RESTAURANTS. [9] WISACT (THE WISCONSIN ALLIANCE FOR CIVIC TRUST); NOT; ONE COPENHILL, 453 JOHN LEWIS FREEDOM PARKWAY NE 30307, ALANTA, GEORGIA 30307; CROSS-PARTISAN ENTITY; REGIONAL DIRECTOR-VOLUNTEER; 09.13.2024; ZERO HRS DURING TRADING; APPOX. 8 HRS/MO OUTSIDE TRADING; FUNDRAISING, ADVISE GRANT DISTRIBUTIONS, NO MONETARY RESPONSIBILITIES. [10] EXCEL EMPIRE; NOT; 1555 PALM BEACH LAKES BLVD. WEST PALM BEACH FLORIDA 33401; EXPERT TAX REDUCTION & ACCOUNTING.; REPRESENTATIVE; 2025-08-19; ZERO HRS/MO DURING TRADING; APPROX. 4 HRS/MO OUTSIDE TRADING; REFER PEOPLE TO EXCEL EMPIRE FOR ANALYSIS OF TAX SAVINGS AND/OR ACCOUNTING SERVICES. [11] THE SCHWISTER GROUP; YES; 971 S.COLONIAL PARKWAY, SAUKVILLE, WI 53080; INVESTMENT SIGNAL PROVIDER; CEO; 08.19.2025; APPROX. 10 HRS/MO DURING TRADING; APPROX.. 20 HRS/MO OUTSIDE TRADING; OVERSEE DESIGNING INVESTMENT MODELS AND SELLING SIGNALS REQUIRED TO TRADE THEM.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-03
• S63 Uniform Securities Agent State Law Examination
  2020-01-10

Other Names

• Timothy P. Schwister
• Timothy Schwister
• Tim Schwister